Resources

We won't pretend that a downslope isn't coming, or that it hasn't already started. But, what we can do is give advice on how to try and survive it and what things you can start to think of right now better prepare.

Yes - it was hard to watch the value your 401k amassed over the last decade plummet. But now is the time to stay the course, keep your emotions in check and remember that the best market days usually follow the absolute worst. [Read More]

Monday, March 16, 2020, ended up being the second worst day in the 124 year history of the markets, based on the percentage decreases of around 10-12%. The worst day in stock market history was October 19, 1987 where the market dropped by over 22% in one day. While yesterday was a very small loss compared to that disturbing day in 1987, it was still a day that most of us will remember for a very long time.

You might be wondering...what do olives and Social Security have in common?  Well, like all the great civilizations before us, we understand the importance of taking care of each other as we age and securing our own economic stability. [Read More...]

With the coronavirus originating in December, 2019 we currently stand at about 110,000 cases of coronavirus spread over 95 countries and nearly 4,000 deaths. The most important role the team here at Custom Wealth Management can serve for you during this time is to consistently provide you with any information and support to ensure you stay on track with your finances.

In recent days, we have seen a sell off in the global equity markets fueled by the recent spike in new coronavirus, now referred to as COCID-19, cases outside of China. During these times we like to step back, survey the landscape and evaluate those things we know about the situation as well as those things we don’t know...[Read More]